Small Business Accounting Records Review and Organization

@koolvishruth

Hello, I can review and organize your sales, purchases, expenses, bank entries, and GST records for the selected period. I can match GSTR-1/GSTR-2B data, identify missing or duplicate transactions, prepare a bank reconciliation, and summarize GST, P&L, cash flow, debtors, and creditors. I can also provide a clear list of issues and required corrections using Excel and data-processing tools. Please share the period, file formats, and approximate transaction volume so I can confirm the timeline. I have a 5.0 rating and 130 reviews. Regards, Vishruth

@AdeebaShamsi

With a wealth of financial knowledge and more than four years of experience as a CA finalist and a Property Manager, I'm perfectly positioned to handle your Small Business Accounting Records Review and Organization project. My expertise extends from general accounting and bookkeeping to data analysis and financial analysis, making me your ideal candidate. I'm proficient in a variety of accounting software, including Quickbooks which you've mentioned using. I don't just provide data entry or filling services, but I offer proper reviews, allowing you to understand whether your books are accurate and where corrections might be needed, Which I follow up with proper consultation and action plan. My proficiency in GST Registration & Filling and Tax Compliance allows me to tackle your need for matching GST records and reviewing your GST position with precision. Whether it's a review of your sales register, purchase register, bank statements, or even the overall profit & loss summary, you can count on my meticulousness. Lastly, as someone well-conversed in accounts preparation/finalization and one who has effectively handled similar issues for numerous clients before, I am adept at identifying issues within accounts like missing, duplicate or wrongly recorded transactions which can potentially distort the bottom-line figures.

@namangarg820

Hi, I can help you review and organize your accounting records for the selected period and provide a clear picture of your current financial position. I understand that you’re looking for more than basic data entry. I will systematically review your books and identify discrepancies, missing entries, duplicates, and reconciliation issues. ### Documents Required I would typically need: * Sales register * Purchase register * Bank statements for the selected period * GSTR-1 data/returns * GSTR-2B data * GST portal reports, if available * Current debtor/creditor ledger * Expense records * Existing accounting/ledger backup or export (Tally/Zoho/Excel, etc.) After reviewing the records, I’ll provide a structured summary highlighting **what matches, what doesn’t, what is missing, and what corrections are required**. I can start by reviewing a sample/current-period data to understand the volume and complexity, and then confirm the final timeline and fixed charges accordingly. Looking forward to working with you.